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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY5 years Service code 12 · EIN 61-1607607 | Direct payment from the plan; Custodi... | $43,846 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $32,747 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,609 | $91,517-72.0% | $101,248-74.7% | $73,409-65.1% |
| Participation rate | 74.7% | 73.8%+0.9pp | 75.8%-1.1pp | 72.2%+2.5pp |
| Annual return | 16.80% | 17.17%-0.4pp | 46.47%-29.7pp | 59.29%-42.5pp |
| Employer contribution / active EE | $220 | $2,877-92.4% | $3,660-94.0% | $2,234-90.2% |
| Participant deferral / active EE | $3,070 | $3,338-8.1% | $4,370-29.8% | $3,805-19.3% |
| Admin fee / account holder | $202 | $216-6.6% | $5,945-96.6% | $158+27.7% |